Frequently Asked
Questions

Find Solutions to Common Issues Related to notification-tools - email configuration

FAQs

How can I troubleshoot email sending issues, specifically when emails are not getting delivered from BUSY?

To troubleshoot email sending issues in BUSY, you can follow these steps:
1. Check email settings: Ensure that the email configuration in BUSY is correct, including the SMTP server details, port number, and authentication settings.
2. Verify recipient email addresses: Double-check that the email addresses of the recipients are entered correctly without any typos or missing characters.
3. Check spam or junk folders: Ask the recipients to check their spam or junk folders in case the emails are being filtered there.
4. Test with a different email provider: Try sending emails to different email providers to see if the issue is specific to a particular provider.
5. Contact your email service provider: If the issue persists, reach out to your email service provider to check if there are any restrictions or blocking rules in place.
6. Contact BUSY support: If none of the above steps resolve the issue, contact BUSY support for further assistance in troubleshooting email sending problems.

How do I link my Gmail account to send emails via the accounting software?

The email configuration options may not be visible in the accounting software due to a possible update or change in the software version.
Step 1. Open BUSY and go to the Configuration menu.
Step 2. Select Email Configuration from the options.
Step 3. Enter your email address and password in the provided fields.
Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook).
Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account.
Step 6. Enable SSL/TLS encryption if required by your email provider.
Step 7. Save the settings and test the email configuration by sending a test email.
If you are still unable to send emails, make sure that your internet connection is stable and that your email account is properly set up. You may also need to check your firewall or antivirus settings to ensure they are not blocking the software from sending emails.

How can I integrate WhatsApp with BUSY to send bills and invoices via WhatsApp?

usy Accounting Software does not have built-in integration with WhatsApp. If you are encountering errors when trying to connect to WhatsApp from within BUSY, it's important to note that this functionality may not be available in the software.
Step 1 : Check the Whatsapp API Configuration .
Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw
Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY.
Step 4 ; Make sure you have a WhatsApp Business account set up and verified.
Step 5 : Double-check the integration settings within BUSY.
Step 6 :Double-check the integration settings within BUSY.
Step 7 ; Ensure that your computer has an active and stable internet connection
Step 8 : Check if your firewall or security software is blocking the connection to WhatsApp's servers.
Step 9 : If possible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.

Why can't I see the email configuration options in the accounting software?

The email configuration options may not be visible in the accounting software due to a possible update or change in the software version.
Step 1. Open BUSY and go to the Configuration menu.
Step 2. Select Email Configuration from the options.
Step 3. Enter your email address and password in the provided fields.
Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook).
Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account.
Step 6. Enable SSL/TLS encryption if required by your email provider.
Step 7. Save the settings and test the email configuration by sending a test email.
If you are still unable to send emails, make sure that your internet connection is stable and that your email account is properly set up. You may also need to check your firewall or antivirus settings to ensure they are not blocking the software from sending emails.

Enabling the "Send through Microsoft Outlook" option in email configuration in BUSY.

To enable the Send through Microsoft Outlook option in email configuration in BUSY, you need to go to Administration Configuration Email Configuration and select the Send through Microsoft Outlook option.
Step 1. Open BUSY and go to the Configuration menu.
Step 2. Select Email Configuration from the options.
Step 3. Enter your email address and password in the provided fields.
Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook).
Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account.
Step 6. Enable SSL/TLS encryption if required by your email provider.
Step 7. Save the settings and test the email configuration by sending a test email.
The SMTP option is not available when selecting Send through Microsoft Outlook in BUSY's email configuration because the email will be sent automatically through the Outlook ID that is open on the system, without the need for SMTP server configuration.

Completing security settings for Gmail in BUSY and enabling necessary options.

Configuring security settings for Gmail in BUSY involves ensuring that your Gmail account is properly connected to BUSY while also enabling necessary security options for safe and reliable email communication. Here are steps to complete security settings for Gmail in BUSY:
Step 1 : To set up 2FA for your Google account linked to BUSY, you would typically use one of the following methods:
Step 2 : Go to your Google Account settings by visiting https://myaccount.google.com/.
Step 3 : Click on Security or Sign-in & security.
Step 4 : Locate the Two-step verification or Two-factor authentication section and click Turn on or Get started.
Step 5 :Follow the on-screen instructions to set up 2FA using one of the available methods.
Please note that Google's security features and settings may have evolved since my last knowledge update in September 2021, so it's essential to refer to Google's official documentation or support resources for the most up-to-date information on setting up two-factor authentication for your Google account.

Steps to resolve issues with emails being dropped in BUSY and ensure successful email sending?

If you want to resolve issues with emails being sent in BUSY and ensure 
successful email sending then please follow the given steps
Step 1: Check your email settings in BUSY to ensure they are configured
correctly.
Step 2: Verify that your email account is properly set up and functioning.
Step 3: Make sure that your internet connection is stable and reliable.
Step 4: Clear the cache and cookies in your web browser.
Step 5: Update BUSY to the latest version to ensure any bugs or issues
are resolved.
Step 6: If the problem persists, contact BUSY customer support for further
assistance.
Step 7: if have antivirus then ensure BUSY has full access to internet
Step 8: Ensure BUSY icon has full permission and set to run as admin and compatibility.
If still need more clarification then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in

What are the steps to enable sending invoices and documents via email in BUSY?

To enable sending invoices and documents via email in BUSY, you can follow these steps:
1. Go to Administration > Configuration > Features and Options > Email.
2. In the Email Configuration window, enter your email settings, including the SMTP server details, email address, and password.
3. Click on the "Test" button to verify the email configuration.
4. Once the test is successful, click on the "Save" button to save the email settings.
5. Now, you can go to the respective module (e.g., Sales, Purchase) and select the invoice or document you want to send via email.
6. Click on the "Email" button or option, and the software will automatically generate an email with the attached document.
7. Review the email and make any necessary changes.
8. Finally, click on the "Send" button to send the email with the invoice or document attached.
Please note that these steps may vary slightly depending on the version of BUSY you are using.

Finding and generating an app password in BUSY for email integration.

Google offered several methods for two-factor authentication (2FA), including the use of the Google Authenticator app, phone prompts, and hardware security keys, among others. However, AirPass doesn't appear to be a standard term associated with Google's 2FA methods.
Step 1 : To set up 2FA for your Google account linked to BUSY, you would typically use one of the following methods:
Step 2 : Go to your Google Account settings by visiting https://myaccount.google.com/.
Step 3 : Click on Security or Sign-in & security.
Step 4 : Locate the Two-step verification or Two-factor authentication section and click Turn on or Get started.
Step 5 :Follow the on-screen instructions to set up 2FA using one of the available methods.
Please note that Google's security features and settings may have evolved since my last knowledge update in September 2021, so it's essential to refer to Google's official documentation or support resources for the most up-to-date information on setting up two-factor authentication for your Google account.

Trouble generating app password for BUSY two-factor auth?

If you having issue in generation app password for BUSY
then please follow the given steps
Step 1: Log in to you gmail Id
Step 2: Then do Left click on you Profile image
Step 3: Then click on manage your google account
Step 4: Then find security option in left side and select it
Step 5: Then scroll down to turn on the option of two step verification
Step 6: Then in searchbar of email enter app password and select it
Step 7: Then enter the BUSY in the app name and create or generate password
Step 8: Then copy the generated password and paste
Step 9: Then go to administration in BUSY
Step 10: Then configuration and then email configuration and paste in the password option

If still having any issue then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in